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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,072 | $76,519-56.8% | $56,025-41.0% | $145,897-77.3% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 14.58% | 3017.03%-3002.4pp | 1712.69%-1698.1pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,004 | $1,383+44.9% | $1,042+92.4% | $4,663-57.0% |
| Participant deferral / active EE | $5,205 | $2,624+98.3% | $1,955+166.3% | $6,689-22.2% |
| Admin fee / account holder | $1,685 | $3,331-49.4% | $2,828-40.4% | $13,390-87.4% |